Configuring CSV file import

CSV files are great for migrating data between systems. Let’s now have a look at how to import them.

Before you import anything, you need to set up an import profile. To do that, navigate to Data Exchange on the Side menu and select Import Profiles. From that display click on the “+ New Import Profile” button in the top right corner. This will display a popup window that will allow you to select the type of import profile: Ergonode ZIP.

When you select Ergonode ZIP as the profile type, the popup window will expand allowing you to select and fill in a number of options.

First, you need to give the profile a unique name. Then you need to choose what will be included in this particular import. You may choose from Attributes, Categories, Options, Products, Templates, Sections, Multimedia, and Multimedia folders. Then choose a delimiter you wish to use.

Please remember that zip file and CSV file names must be set according to the rules. For more information please read available technical documentation >> https://docs.ergonode.com/v/ergonode-transfer/overview/files-format

Then there is an option to add headers. If you opt for that, you will need to fill in two additional fields – Key and Value, one each for every header. Further on you have the selection of data types to be included.

Headers - list of attributes used as HTTP Headers to be sent by import process HTTP Client. For example, those can be used to authorize when requesting multimedia files via URL.

Once the profile is set up, it is ready to be used.

For your convenience, it's possible to change "Include in the imports" even after the import profile is completed.

When you are ready, click on the IMPORT NOW button in the top right corner.

This will bring up a small popup window that will allow you to drag and drop your ZIP archive with the data you wish to import.

The duration of the import depends on the amount of data being imported. If the import is large, especially if there are a lot of media present, it may take some time.

Then click on IMPORT NOW and wait for the process to finish.

If you are just starting to work with Ergonode, remember that adding products will only be possible if elements such as attributes and their options, templates, template sections, appropriate units, multimedia, or categories have been created beforehand.

If the products.csv import file refers to items that do not exist in Ergonode, the import will fail.

You can add missing elements within one import - remember to properly configure the import profile and include appropriate CSV files.

Keep in mind, that some data can only be imported in a Cloud version of Ergonode. The Open Source version lacks this feature.